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Generation Investment Management LLP

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

Sustainability is integrated into all of Generation’s investment strategies and a thorough review of our investment process is undertaken in an “offsite” on at least an annual basis, which we call our "Hits and Misses". Each of our strategies has their own Hits and Misses.


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          Topics identified as a basis for engagement with the objective of encouraging change.
        

進捗状況

We selected two topics for engagement that are relevant across our public equity investments: climate change mitigation and diversity.  Members of the public equity investment team are coordinating engagement on these topics.

          Enhance communication to our clients on ESG topics.
        

主要パフォーマンス指標(KPI)

          Insight piece frequency and client feedback.
        

進捗状況

Hired a director of insights and have released two insight pieces.

投資に係る財務業績

その他(具体的に記載してください)(1)

          We consider our financial return objective to be our responsible investment objective as we take an integrated approach.
        

主要パフォーマンス指標(KPI)

          Outperformance relative to the strategy benchmarks.
        

進捗状況

We have exceeded our performance objectives.

投資のESG特性

その他の活動

主要パフォーマンス指標(KPI)

          Frequency of communications to our clients.
        

進捗状況

We have incorporated case studies on engagement into our regular client reporting.

06.2. 補足情報 [任意]

As the firm was founded with the belief that ESG integration into a traditional investment process is a way to deliver long-term value to clients, we see our financial performance as closely tied to our ESG analysis and a core competency that has enabled us to achieve our financial performance targets. While we strive to continuously improve our process at the margin, through an introspective approach centred on our annual "hits and misses", we do not seek to fundamentally change it. Hence we do not set objectives of doing things materially differently, nor do we set RI objectives separate to our financial objectives. As mentioned, we have set objectives on how we report to clients, on engagement, and our on-going performance objectives.


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